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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,753 | $185,883-82.9% | $170,043-81.3% | $139,466-77.2% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.4pp | 80.3%-24.8pp |
| Annual return | 10.25% | 60.54%-50.3pp | 53.40%-43.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $846 | $11,626-92.7% | $10,410-91.9% | $6,712-87.4% |
| Admin fee / account holder | $2,767 | $15,393-82.0% | $12,824-78.4% | $11,409-75.7% |